The desk
David Chen
Energy and Infrastructure Correspondent
Covers power markets, nuclear restarts, and the grid constraints around AI campuses.
Stories
AI & Chips
Dutch export licenses, not engineering, now set the tempo for China-bound toolsAI & Chips
Silicon carbide lines stay sold out as EV and grid inverters compete for wafersTech
Liquid cooling goes from niche to spec as 2026 AI halls abandon airEnergy
Hyperscalers sign long-term power pacts with nuclear operatorsEnergy
PJM capacity prices jump as data-center load collides with retirementsEnergy
Texas grid operators warn that AI campuses need dispatchable backup, not just windEnergy
Utility-scale batteries win the interconnection race that solar lostEnergy
Copper and transformer shortages stretch U.S. transmission projects into 2028Energy
Behind-the-meter gas turbines return to AI campuses as a bridging fuelEnergy
Small modular reactors attract offtake letters, but construction risk stays with vendorsEnergy
Corporate PPAs get shorter as buyers refuse to lock 15-year solar prices